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Import historical sales to generate usage for calculating replenishment parameters

• 4 replies
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Client uses multipliers to calculate min and max dynamically. In order to work on a possible solution we need to import historical sales so that we can have Acumatica generate a daily moving average.

Two questions:

• How should those historical transactions be imported? (invoices, issues, etc)
• When doing the calc for daily moving average, how does Acumatica do that math? Is it taking into account number of business days in a month vs the total days in a month?

4 replies

Userlevel 7
+16

HI @rwhetsell77

How are you importing the sales historical data? Are you doing open sales orders or closed ones?

For calculations, it is total days in the month.

https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=d99b8933-c8f3-4cb5-beab-207133d27b18

Userlevel 3

HI @rwhetsell77

How are you importing the sales historical data? Are you doing open sales orders or closed ones?

For calculations, it is total days in the month.

https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=d99b8933-c8f3-4cb5-beab-207133d27b18

Thanks @kandybeatty49! Of course that link is the exact thing I was looking for and couldn’t find!

Userlevel 7
+16

HI @rwhetsell77

How are you importing the sales historical data? Are you doing open sales orders or closed ones?

For calculations, it is total days in the month.

https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=d99b8933-c8f3-4cb5-beab-207133d27b18

Thanks @kandybeatty49! Of course that link is the exact thing I was looking for and couldn’t find!

Happy to help!!!

Userlevel 3

@kandybeatty49 We will be importing open sales orders and historical sales orders. Just want to make sure that the historical transaction that gets imported will impact the “Calculate Replenishment Parameters” results. We’re trying to build daily usage data.